Moving to Plan Management

Moving to Plan Management

Considering a Change

Thinking About Moving from Self-Managed or Agency-Managed?

If you're currently self-managing your NDIS plan or using agency management, you can move to plan management at any time — you don't need to wait for a plan reassessment. Many participants make the switch because they want more provider choice than agency management allows, or less day-to-day admin than self-management requires.

The Trade-Off

Why Participants Move to Plan Management

From Self-Management

—

No more chasing, checking and paying invoices yourself

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No more manually tracking spending against your budget

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Less time spent on paperwork, more time on your goals

From Agency Management

—

Access to unregistered providers, not just NDIS-registered ones

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More flexibility in who you choose to work with

—

The same low admin workload you're used to

The Process

How the Move Works

01

Confirm plan management is included in your plan. If it isn't already, we can help you request that it be added — this can usually be done without waiting for a full plan reassessment.

02

Let TMS Plan & Support Management know you're ready to move. We'll guide you through what's needed and handle the setup on our end.

03

Update your providers. We'll let you know exactly what your providers need to send invoices to us going forward.

04

Start managing your plan with support. From here, we take care of invoice processing, budget tracking and reporting, while you keep choosing your own providers.

Reassurance

What Stays the Same

Your total funding, your support categories and your goals don't change when you move to plan management. What changes is who handles the admin — and how much choice you have over your providers.

Questions

Frequently Asked Questions

Can I move to plan management partway through my plan? +

Yes. You don't need to wait for your plan to end or be reassessed.

Will moving to plan management affect my funding amount? +

No. It only changes how your funding is administered, not how much you receive.

What happens to invoices I've already started managing myself? +

We'll talk you through the handover so there's a clear cut-off point, and any outstanding invoices are managed properly during the transition.

Can I move back to self-management later if I change my mind? +

Yes. You can change your management type again at a future plan review or, in many cases, sooner if needed.

Next Step

Make the Move with TMS

Ready to hand over the admin and keep control? Contact TMS Plan & Support Management today to get started.